See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,178 | $202,318-80.1% | $172,739-76.7% | $152,861-73.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 32.99% | 1029.65%-996.7pp | 802.84%-769.9pp | 345.32%-312.3pp |
| Employer contribution / active EE | $22,153 | $5,856+278.3% | $5,143+330.7% | $4,762+365.2% |
| Participant deferral / active EE | $11,314 | $5,948+90.2% | $5,198+117.7% | $5,850+93.4% |
| Admin fee / account holder | $512 | $17,109-97.0% | $13,954-96.3% | $11,596-95.6% |